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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,721 | $93,617+1.2% | $135,982-30.3% | $75,177+26.0% |
| Participation rate | 44.8% | 75.2%-30.4pp | 81.9%-37.1pp | 67.2%-22.4pp |
| Annual return | 12.16% | 30.89%-18.7pp | 68.32%-56.2pp | 160.75%-148.6pp |
| Employer contribution / active EE | $1,275 | $3,538-64.0% | $4,859-73.8% | $2,671-52.3% |
| Participant deferral / active EE | $3,447 | $6,406-46.2% | $7,760-55.6% | $4,126-16.5% |
| Admin fee / account holder | $14,821 | $6,980+112.3% | $10,767+37.6% | $5,651+162.3% |